
Financial Portfolio Specialist
2 days ago
Motive empowers teams to work more efficiently and effectively. For the first time, safety, operations, and finance teams can manage drivers, vehicles, equipment, and fleet-related spend in a single system.
The Motive platform provides complete visibility and control, reducing manual workloads by automating and simplifying tasks.
Motive serves over 100,000 customers across various industries.
About the RoleWe seek a detail-oriented and customer-focused specialist for our Finance team.
You will serve as the primary point of contact for collections-related inquiries, managing accounts receivable and leveraging billing and subscription processes to assist customers with account issues.
Responsibilities- Manage customer inquiries regarding account balance.
- Address billing concerns, including subscription fees and one-time charges.
- Handle high call volumes, both inbound and outbound calls.
- Utilize Salesforce and Zuora to investigate and resolve payment issues.
- Analyze and reconcile customer accounts, reviewing historical invoices, payments, chargebacks, refunds, credits, and write-offs.
- Support the monthly close process by ensuring accurate period cutoffs.
- Collaborate with Sales, Customer Success, and Fulfilment teams to resolve account issues and enhance customer satisfaction.
- Manage assigned accounts receivable portfolios with a focus on customer retention and timely collections.
- Follow and improve Standard Operating Procedures (SOPs) for collections processes.
- Respond to and resolve customer support cases in a timely manner.
- Generate accurate reports and forecasts on collection performance.
- Maintain compliance protocols and data integrity across ERP and billing systems.
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